Avantax Planning Partners Inc. Acquires 28 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Avantax Planning Partners Inc. grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.6% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,538 shares of the company’s stock after acquiring an additional 28 shares during the period. Avantax Planning Partners Inc.’s holdings in iShares Core S&P 500 ETF were worth $2,671,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the business. Inspire Advisors LLC grew its position in iShares Core S&P 500 ETF by 1.6% in the fourth quarter. Inspire Advisors LLC now owns 3,450 shares of the company’s stock worth $2,031,000 after acquiring an additional 55 shares in the last quarter. Donaldson Capital Management LLC grew its position in iShares Core S&P 500 ETF by 21.2% in the fourth quarter. Donaldson Capital Management LLC now owns 1,496 shares of the company’s stock worth $881,000 after acquiring an additional 262 shares in the last quarter. Geometric Wealth Advisors grew its position in iShares Core S&P 500 ETF by 4.3% in the fourth quarter. Geometric Wealth Advisors now owns 2,418 shares of the company’s stock worth $1,423,000 after acquiring an additional 100 shares in the last quarter. Founders Financial Alliance LLC grew its position in iShares Core S&P 500 ETF by 9.7% in the fourth quarter. Founders Financial Alliance LLC now owns 4,229 shares of the company’s stock worth $2,490,000 after acquiring an additional 373 shares in the last quarter. Finally, SoundView Advisors Inc. bought a new stake in iShares Core S&P 500 ETF in the fourth quarter worth approximately $357,000.

iShares Core S&P 500 ETF Stock Down 2.6 %

IVV stock opened at $563.44 on Tuesday. The firm has a 50 day moving average of $598.50 and a two-hundred day moving average of $589.14. iShares Core S&P 500 ETF has a 12 month low of $496.30 and a 12 month high of $616.22. The company has a market capitalization of $560.43 billion, a price-to-earnings ratio of 26.66 and a beta of 1.01.

iShares Core S&P 500 ETF Profile

iShares Core S&P 500 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s 500 Index (the Index). The Index measures the performance of the large-capitalization sector of the United States equity market.